Ronald Robert Milone
Investment adviser representative at Heritage Capital, LLC
33 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$146.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
33 years in the industry.
- Heritage Capital, LLCOct 2007 to now
- Marcum LLPJan 1993 to now
- Pts Asset ManagementMay 2000 to Aug 2017
- Wadsworth Investment Co., Inc.May 2000 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CT).
Heritage Capital, LLC
$146.9MAssets managed
146Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4200818
- Firm CRD
- 127650